Ortus PSR Ltd in London is seeking a Chartered Paraplanner or near-chartered Senior Technical Consultant to partner with a Senior Adviser. You will attend client meetings, own the technical analysis of trusts, IHT, pensions and investments, and build lifetime cashflow models into robust financial plans.
The role offers hybrid working two days a week in the London office, with a clear path to senior technical leadership and a supportive team environment.
Chartered Paraplanner – Senior Technical Partner (London, Hybrid) employer: Ortus PSR Ltd.
Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.
